City
Wealth management firms in Spring, Texas
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Spring, Texas reported $493.4 million in regulatory assets under management; the largest by assets was Sonnet, LLC, with $148.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $493.4 million
- Average per firm
- $35.2 million
- SEC-registered, of those listed
- 2 of 14 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sonnet, LLC | SEC | $148.4 million | 484 |
| 2 | Stability Partners Advisory Group, LLC | SEC | $140.9 million | 674 |
| 3 | Magnolia Wealth | State | $101.5 million | 530 |
| 4 | Osgood Capital Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $48.2 million | 118 |
| 5 | Exos Wealth Strategies, LLC | State | $30.1 million | 132 |
| 6 | Personal Prosperity LLC | State | $22.1 million | 70 |
| 7 | Ascending Assets | State | $1.5 million | 19 |
| 8 | Quality Wealth Care, LLC. | State | $642,065 | 20 |
| 9 | B. Lively Financial, LLC | State | $0 | 0 |
| 10 | Baron Financial Advisors, LLC | State | $0 | 0 |
| 11 | Blue Aris | State | $0 | 0 |
| 12 | Edna J. Thompsen, CFP | State | $0 | 0 |
| 13 | Hoyle Capital, LLC | State | $0 | 0 |
| 14 | Wealth Management Investment Advisors, LLC | State | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.